Every PPC professional knows that managing campaigns isn’t just about data. It’s about navigating different tools, keeping track of what’s happening, and making sense of it all as quickly as possible. Between shifting metrics and complex workflows, even the best teams can lose valuable time switching contexts.
That’s where Optmyzr Sidekick comes in. It started as a helpful companion on the dashboard, answering quick questions and summarizing reports. But as our tools evolved, so did the need for a smarter, more accessible way to get help. One that works right inside the platform, wherever you are.
Enter Sidekick 5.0. It’s not just smarter; it’s there when you actually need it. You can open it from almost any tool, ask a question, get a quick walkthrough, or make sense of what you’re seeing, all without breaking your flow.
In this post, we’ll take a closer look at what Sidekick is, what’s new in version 5.0, and how it can make your day inside Optmyzr a lot smoother
What is Sidekick?
Optmyzr Sidekick is your built-in AI assistant that helps you work smarter inside the platform. It’s powered by a mix of generative AI and Optmyzr’s own machine learning, so it can explain how tools work, point out what’s worth improving, and summarize key insights from your data, all while you stay in your workflow.
So what’s new in Sidekick 5.0?
Sidekick 5.0 takes everything our users love about the original version and makes it a lot more useful.
Here’s what’s new:
1. Sidekick 5.0 is available across your tools
You’ll now find Sidekick inside tools like Budget Pacing, Rule Engine, Campaign Groups, and Reports. If you’re working within an account, look for the Sidekick icon in the top-right corner of your screen. That’s your shortcut to quick answers, walkthroughs, and guidance without leaving the page.
📝Quick Note: Sidekick is available in all major account-level tools, and we’re continuing to expand its reach. The only place you won’t see it yet is the All Accounts Dashboard, since it’s not tied to a specific account view. |
2. Your chat stays with you during your session
When you move from one tool to another, your Sidekick chat stays open. That means you can continue your conversation without retyping your question or losing context.
3. Built-in walkthroughs to help you learn faster
If you’re using a tool for the first time (or just want a refresher), ask Sidekick something like “Walk me through this tool.” It will guide you step by step in the interface, so you learn by doing instead of hunting through docs.
4. Context-aware answers that adapt to where you are
Sidekick understands which part of Optmyzr you’re using and adjusts its answers accordingly. If you’re reviewing a report, it can summarize key trends. If you’re in Budget Pacing, it can explain how to manage your spend more effectively. Every response is shaped by where you are and what you’re doing.
How can Sidekick 5.0 help you?
Sidekick isn’t just there to answer questions. It’s designed to make your day-to-day work in Optmyzr faster and smoother.
Here are a few ways Sidekick 5.0 can make a difference in how you work:
1. Get oriented quickly in any tool
Instead of digging through help docs, you can open Sidekick right inside a tool and ask what it does or how to use it. It’s especially helpful for onboarding new users or teammates.
2. Keep your workflow connected across tools
A typical workflow might move from Budget Pacing to Rule Engine to Reporting. With Sidekick staying open, you don’t lose your place or your conversation as you switch tools.
3. Understand performance changes and act faster
When performance shifts, you can ask Sidekick to summarize what changed in a report and highlight the main trends. It gives you a quick read on what stands out so you can decide where to dig deeper next — whether that’s PPC Investigator, Budget Pacing, or another Optmyzr tool.
4. Turn insights into next steps
If you ask “What should I look at next?” or “Suggest optimizations here,” Sidekick responds with guidance based on where you are in the platform and points you to the most relevant Optmyzr tools to take action.
Smarter help, everywhere you need it.
Sidekick 5.0 is a step toward making Optmyzr a more connected and helpful workspace. Every improvement was designed to make daily PPC work simpler and more intuitive.
Whether you’re optimizing budgets, analyzing reports, or exploring new features, Sidekick is always there to help you make sense of what’s in front of you. This means:
- Faster onboarding for new users
- Less dependency on support or documentation
- Quicker insights into performance changes
- One AI layer across the platform for consistency
Sidekick 5.0 is live across your account. Open any tool, ask a question, and see it in action.
